Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.

This Quarter Return
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Top Sells

1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$60.4M
3
AA icon
Alcoa
AA
+$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KAI icon
2326
Kadant
KAI
$3.8B
$154K ﹤0.01%
2,498
+1,106
+79% +$68.2K
MC icon
2327
Moelis & Co
MC
$5.61B
$154K ﹤0.01%
4,549
+1,334
+41% +$45.2K
THR icon
2328
Thermon Group Holdings
THR
$862M
$154K ﹤0.01%
7,968
+3,844
+93% +$74.3K
NEWR
2329
DELISTED
New Relic, Inc.
NEWR
$154K ﹤0.01%
5,425
+2,287
+73% +$64.9K
CACQ
2330
DELISTED
Caesars Acquisition Company
CACQ
$154K ﹤0.01%
11,477
+5,417
+89% +$72.7K
CHGG icon
2331
Chegg
CHGG
$173M
$152K ﹤0.01%
20,479
+8,670
+73% +$64.4K
PDFS icon
2332
PDF Solutions
PDFS
$789M
$152K ﹤0.01%
6,699
+2,860
+74% +$64.9K
ONC
2333
BeOne Medicines Ltd. American Depositary Shares
ONC
$36.9B
$152K ﹤0.01%
+5,000
New +$152K
JUNO
2334
DELISTED
Juno Therapeutics, Inc.
JUNO
$152K ﹤0.01%
8,066
+863
+12% +$16.3K
COBZ
2335
DELISTED
CoBiz Financial,Inc
COBZ
$152K ﹤0.01%
9,023
+2,401
+36% +$40.4K
CTWS
2336
DELISTED
Connecticut Water Service Inc
CTWS
$151K ﹤0.01%
2,700
+956
+55% +$53.5K
KERX
2337
DELISTED
Keryx Biopharmaceuticals Inc
KERX
$151K ﹤0.01%
25,685
+2,632
+11% +$15.5K
MACK
2338
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$151K ﹤0.01%
4,676
+1,464
+46% +$47.3K
PGNX
2339
DELISTED
Progenics Pharmaceuticals Inc
PGNX
$150K ﹤0.01%
17,209
+5,525
+47% +$48.2K
AKO.B icon
2340
Embotelladora Andina Series B
AKO.B
$3.85B
$149K ﹤0.01%
6,669
SHAK icon
2341
Shake Shack
SHAK
$4.18B
$149K ﹤0.01%
4,148
+2,484
+149% +$89.2K
LGF.A
2342
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$149K ﹤0.01%
+5,557
New +$149K
STAY
2343
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
$149K ﹤0.01%
9,218
+851
+10% +$13.8K
FLIC
2344
DELISTED
First of Long Island Corp
FLIC
$148K ﹤0.01%
5,177
+1,793
+53% +$51.3K
JRVR icon
2345
James River Group
JRVR
$248M
$148K ﹤0.01%
+3,573
New +$148K
MBWM icon
2346
Mercantile Bank Corp
MBWM
$785M
$148K ﹤0.01%
3,930
+1,478
+60% +$55.7K
ISLE
2347
DELISTED
Isle of Capri Casinos Inc
ISLE
$148K ﹤0.01%
6,029
+2,741
+83% +$67.3K
TFSL icon
2348
TFS Financial
TFSL
$3.78B
$146K ﹤0.01%
7,666
+261
+4% +$4.97K
AGI icon
2349
Alamos Gold
AGI
$13.8B
$145K ﹤0.01%
20,998
APAM icon
2350
Artisan Partners
APAM
$3.32B
$145K ﹤0.01%
4,884
+476
+11% +$14.1K